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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CFO
5726
Capitol Family Office
Oregon
$146M 10.8% 61.9% 24
ACJ
5727
Autonomy Capital (Jersey)
Jersey
$146M -$37.6M -21% 2.61% 33.4% 26 26.92%
AWA
5728
AmeriServ Wealth Advisors
Pennsylvania
$146M +$15.9M +12% 15.3% 66 6.06%
WCA
5729
Waypoint Capital Advisors
Minnesota
$146M 11.7% 50.3% 97
WMP
5730
Wealth Management Partners
Arizona
$146M +$10.6M +8% 10.8% 179% 121 18.18%
DTC
5731
Davidson Trust Company
Washington
$146M +$14.6M +11% 10.9% 64.6% 130 9.23%
SNBOSCI
5732
Security National Bank of Sioux City Iowa
Iowa
$146M +$15.7M +12% 11.3% 52.4% 93 3.23%
MAM
5733
McCarthy Asset Management
California
$145M +$12.4M +9% 8.2% 371 15.9%
RHDIC
5734
R.H. Dinel Investment Counsel
California
$145M +$12M +9% 11.2% 34.1% 55 0%
TWM
5735
Trinity Wealth Management
Pennsylvania
$145M +$13.2M +10% 5.3% 53.5% 38 10.53%
TI
5736
TTP Investments
California
$145M 12.7% 197% 42
CIG
5737
Cairn Investment Group
Washington
$145M +$10.1M +8% 9.2% 61.3% 72 5.56%
GCM
5738
Garland Capital Management
Washington
$145M +$5.22M +4% 12.6% 55.7% 32 3.13%
LTL
5739
Lowery Thomas LLC
California
$145M 6.08% 74.7% 49
CIA
5740
Capital Impact Advisors
Massachusetts
$145M -$107M -43% 9.14% 163 65.64%
OPOWM
5741
One Plus One Wealth Management
Florida
$145M +$6.11M +4% 6.63% 69.2% 99 15.15%
CCM
5742
Chicago Capital Management
Illinois
$145M -$71.2M -33% 15.2% 295% 53 73.58%
CS
5743
Capital Square
Tennessee
$145M +$3.7M +3% 9.82% 53.1% 170 15.88%
IIM
5744
InTrack Investment Management
Vermont
$145M +$7.47M +5% 11.3% 84.9% 126 15.87%
CWMU
5745
Caliber Wealth Management (Utah)
Utah
$145M +$2.84M +2% 6.63% 36.5% 80 30%
MC
5746
Matisse Capital
Oregon
$145M -$127M -47% 3.85% 66.9% 172 33.14%
SPFA
5747
Summit Place Financial Advisors
New Jersey
$145M +$7.51M +5% 7.44% 95.2% 107 9.35%
RTL
5748
Red Tortoise LLC
Georgia
$145M +$16.5M +13% 3.76% 43.7% 546 87.73%
ASBI
5749
American State Bank (Iowa)
Iowa
$144M +$15.4M +12% 9.95% 138% 299 3.34%
CG
5750
Castellan Group
Kentucky
$144M -$49.9M -26% 10.2% 196% 94 41.49%